by David Wagner | Jan 21, 2022 | Blog, Market Reviews
Last week, we covered the age old question of “Domestic vs. International”. Let’s make this a bit more intimate with a more recently debated topic, given the rally in cyclicals –Small v. Large. Many of y’all have heard my spiel on this numerous times –get ready for it...
by David Wagner | Jan 5, 2022 | Blog, Market Reviews
Over the next few weeks, I’m going to put out a series of analysis on 2021, hitting some of the bigger relative opportunity sets within the equity market: Week 1: Domestic v. International Week 2: Small v. Large Week 3: Value v. Growth Domestic v....
